United Community Center Pension & 401(K) Retirement Plan — Form 5500 plan (United Community Center)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Community Center Pension & 401(K) Retirement Plan is a benefit plan reported by United Community Center under EIN 39-1146191 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $15,903,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Community Center
- EIN
- 39-1146191
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $15,903,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20241014132139NAL0014994195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,903,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,903,811
- Net assets (BOY)
- $14,089,568
Income & contributions
- Employer contributions
- $998,768
- Participant contributions
- $1,239,146
- Total contributions
- $2,269,416
- Total income / additions
- $4,270,525
Expenses & distributions
- Benefits paid
- $2,394,436
- Administrative expenses
- $61,846
- Total expenses
- $2,456,282
- Net increase / (decrease)
- $1,814,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ppg Retirement Plan Services | NONE | $25,281 | $622 | 2023 |
| Transamerica | NONE | $22,053 | $0 | 2023 |
| Clifton Larson Allen Llp | NONE | $7,140 | not reported in the loaded dataset | 2023 |